Kathleen S. Wright Associates’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Buy |
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|
2025
Q2 | $942K | Sell |
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|
2025
Q1 | $968K | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $893K | Sell |
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|
2024
Q1 | $972K | Sell |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $851K | Buy |
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|
2023
Q2 | $847K | Sell |
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|
2023
Q1 | $887K | Buy |
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|
2022
Q4 | $832K | Buy |
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|
2022
Q3 | $548K | Buy |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $273K | Buy |
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